ANNY CARDONA
Summary
Dedicated customer service representative with over 6 years of experience in customer service. Recognized as a self-motivated team player committed to delivering exceptional service and exceeding customer expectations. Eager to pursue a long-term career in the customer service field, leveraging proven skills and knowledge to contribute to the success of the organization. Known for identifying and addressing customer needs effectively, fostering a positive work environment, and demonstrating flexibility in adopting new techniques.
Overview
7
7
years of professional experience
2
2
Languages
Work History
Relationship Manager
Citibank
04.2023 - Current
- Enhanced international client portfolio by 30% through proactive personal banking services tailored to diverse financial needs
- Streamlined cross-border transactions, reducing processing time by 25% and achieving $100,000 in annual cost savings
- Implemented personalized financial strategies for high-net-worth individuals, resulting in a 15% increase in assets under management
- Cultivated strong relationships with international partners, facilitating access to exclusive investment opportunities and driving a 20% growth in revenue
- Delivered comprehensive financial advisory services to expatriates, ensuring compliance with global regulatory standards and maintaining a client satisfaction rate of 95%..
Universal Banker
Truist Bank
Fowler, Fl
09.2021 - 04.2023
- Efficiently served over 100 customers daily by providing personalized assistance and resolving inquiries, maintaining a high customer satisfaction rate of 95%
- Processed transactions accurately and swiftly, averaging 50 transactions per hour, ensuring seamless financial operations and minimizing errors
- Successfully opened 50+ new accounts monthly, adhering to regulatory guidelines and delivering comprehensive account setup services to clients
- Provided financial counseling to 20+ clients weekly, assisting them in managing their finances, budgeting, and achieving their financial goals
- Directed 30+ clients with specific needs to appropriate departments or specialists, facilitating smooth transitions and ensuring tailored assistance for individual requirements.
Billing Specialist
Suncoast Community Health Center
Riverview, Fl
02.2018 - 08.2021
- Proficiently executed billing procedures, accurately recording information in company databases, maintaining a data accuracy rate
- Prepared and submitted bills and claims to patients' insurance companies, processing an average of 75 claims per day, ensuring timely reimbursement and revenue flow
- Created detailed patient's bills and invoices, itemizing amounts due for services rendered, resulting in a 95% on- time payment rate and improved financial transparency
- Utilized advanced software systems to streamline billing processes, reducing billing errors by 20% and enhancing overall efficiency
- Implemented effective follow-up procedures on outstanding claims, resulting in a 30% reduction in overdue payments and improved cash flow management.
Education
High school diploma - undefined
LetoHigh school
Skills
Asset Allocation
Timeline
Relationship Manager
Citibank
04.2023 - Current
Universal Banker
Truist Bank
09.2021 - 04.2023
Billing Specialist
Suncoast Community Health Center
02.2018 - 08.2021
High school diploma - undefined
LetoHigh school